Reduce your financial stress.

Start Planning

Reduce your financial stress.

Start Planning

How It Works

Start by creating a profile and then let PlanEasy prompt you for more info.

PlanEasy will walk you through how to create your very own financial plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.

PlanEasy will also track your financial health using metrics like net worth, debt to income ratios, credit score etc. As you execute your financial plan you can see your financial health metrics evolve in real time.

How It Works

Start by creating a profile and then let PlanEasy prompt you for more info.

PlanEasy will walk you through how to create your very own financial plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.

PlanEasy will also track your financial health using metrics like net worth, debt to income ratios, credit score etc. As you execute your financial plan you can see your financial health metrics evolve in real time.

Budgeting & Savings

  • Tell PlanEasy about your regular income
  • Add any recent windfalls (annual bonus, tax return, gift, inheritance)
  • Budget for regular monthly expenses & minimum payments on debt
  • Increase your monthly savings.
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Plan For Emergencies

  • Budget for infrequent expenses. PlanEasy will prompt you with examples like car maintenance, home maintenance etc
  • Start building an emergency fund. Let PlanEasy help you decide the right amount.

Optimize Tax & Gov. Benefits

  • Tell PlanEasy about employer matched retirement funds & employee profit sharing plans to take advantage of
  • Let PlanEasy optimize your government benefits
  • Let PlanEasy looks for ways to reduce your taxes now and in the future

Debt, Assets, Net Worth

  • Tell PlanEasy about your debts
  • Tell PlanEasy about your assets
  • Let PlanEasy recommend a debt payoff plan

Set & Review Financial Goals

  • Choose savings goals like down payment, wedding, children’s education, retirement etc. Or create your own custom savings goal.
  • PlanEasy will automatically create a plan for you by breaking down your goal into smaller chunks.

Investment Planning & Risk Management

  • Create an investment plan
  • Reduce risk with insurance (when applicable)
  • Wills and power of attorney (when applicable)

Repeat

Review and repeat as often as you need to keep yourself on track. Daily, weekly, monthly.

As you hit your short term goals your current net worth, estimated five year net worth and estimated net worth at retirement will all update automatically.

Find out why PlanEasy is right for you.

Repeat

Review and repeat as often as you need to keep yourself on track. Daily, weekly, monthly.

As you hit your short term goals your current net worth, estimated five year net worth and estimated net worth at retirement will all update automatically.

Find out why PlanEasy is right for you.

Financial planning made easy.

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